Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-105
Closed -$33K 1099
2023
Q3
$33K Sell
105
-87
-45% -$27.3K ﹤0.01% 693
2023
Q2
$65K Sell
192
-15
-7% -$5.08K ﹤0.01% 534
2023
Q1
$61K Buy
207
+20
+11% +$5.89K ﹤0.01% 553
2022
Q4
$56K Sell
187
-84
-31% -$25.2K ﹤0.01% 597
2022
Q3
$71K Hold
271
﹤0.01% 502
2022
Q2
$76K Buy
271
+45
+20% +$12.6K 0.01% 470
2022
Q1
$68K Hold
226
﹤0.01% 505
2021
Q4
$61K Buy
226
+83
+58% +$22.4K ﹤0.01% 537
2021
Q3
$37K Buy
143
+71
+99% +$18.4K ﹤0.01% 621
2021
Q2
$18K Buy
+72
New +$18K ﹤0.01% 680